Christian Rodriguez
Summary
Relationship banker and manager on duty with over 9 years of experience in client relationship management and business growth. Proven track record in client acquisition and compliance, supported by a commitment to customer service excellence. Expertise in developing strategies that enhance client satisfaction and drive revenue. Strong ability to lead teams and foster a collaborative environment to achieve firm goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker/Manager on Duty (MOD)
JP MORGAN CHASE BANK
12.2021 - Current
- Managed a book of consumer and small business clients, fostering long-term relationships and driving product adoption.
- Conducted cold calls and proactive outreach to generate leads, expanding client base.
- Managed branch operations, staff workflow, and adherence to internal controls.
- Trained staff on client engagement and compliance procedures, enhancing operational best practices and service quality.
- Performed CIP, CDD, and EDD reviews to ensure compliance with regulatory requirements.
- Reviewed account activity and escalated potential fraud or AML issues per BSA/AML guidelines.
Personal Banker
JP MORGAN CHASE BANK
01.2017 - 12.2021
- Facilitated book of business growth through proactive client outreach, referrals, and strategic product cross-selling.
- Opened and maintained accounts, ensuring compliance with KYC and internal policies to enhance client trust and security.
- Provided high-volume client service, maintaining accuracy and compliance to achieve high levels of customer satisfaction.
Teller
JP MORGAN CHASE BANK
09.2016 - 01.2017
- Processed high-volume cash transactions accurately while adhering to fraud prevention protocols, ensuring secure transactions.
- Processed customer transactions accurately and efficiently at a leading financial institution.
- Managed cash drawer, ensuring accurate counts and adherence to security protocols.
- Assisted clients with account inquiries and provided information on services offered.
- Identified discrepancies and escalated potential risks to management, contributing to enhanced compliance and risk management.
Education
A.S. - LIBERAL ARTS
BOROUGH OF MANHATTAN COMMUNITY COLLEGE
NEW YORK CITY05-2016
Skills
- Client retention strategies
- Account management proficiency
- Sales strategy
- Cross-selling initiatives
- Relationship management
- Financial planning expertise
- Financial development
- Operational efficiency
- Business management expertise
- Staff leadership skills
- Proactive problem solving
- Relationship building
Certification
- Securities Industry Essentials (SIE), Active
- Series 6, Active
- Series 63, Active
- Insurance agent for Variable Life/Variable Annuities
Timeline
Relationship Banker/Manager on Duty (MOD)
JP MORGAN CHASE BANK
12.2021 - Current
Personal Banker
JP MORGAN CHASE BANK
01.2017 - 12.2021
Teller
JP MORGAN CHASE BANK
09.2016 - 01.2017
A.S. - LIBERAL ARTS
BOROUGH OF MANHATTAN COMMUNITY COLLEGE